Mason Investment Advisory Services’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.71M | Buy |
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|
2025
Q2 | $265K | Buy |
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|
2025
Q1 | $306K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $250K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.22M | Sell |
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|
2021
Q3 | $2.09M | Hold |
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|
2021
Q2 | $2.16M | Buy |
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|
2021
Q1 | $1.89M | Buy |
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|
2020
Q4 | $648K | Sell |
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|
2020
Q3 | $555K | Hold |
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|
2020
Q2 | $688K | Sell |
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|
2020
Q1 | $568K | Sell |
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|
2019
Q4 | $1.02M | Hold |
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|
2019
Q3 | $1.01M | Hold |
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|
2019
Q2 | $1.06M | Sell |
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|
2019
Q1 | $1.21M | Buy |
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